The 2020 Legal Trends Report is now available. Get the latest insights here.

Can I Customize the Email Sent to Clients When Sharing a Bill Through Clio?

Objective:

  • Make changes to the email sent to Clients along with their Bill
  • Edit shared Bill through email
  • How a Bill addresses a client
  • Can I change the email's subject line when sharing a bill?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, you can now edit the Subject, and Body of the email before sending it out, using the Bill Message Templates feature.

The account summary portion of the bill share email cannot be customized at this time.

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality